UFA
VBR icon

Uptown Financial Advisors’s Vanguard Morningstar Small-Cap Value ETF VBR Stock Holding History

Uptown Financial Advisors’s Portfolio VBR Stock Details VBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$434K Hold
1,788
– – 0.29% 51
2026
Q1 		$388K Hold
1,788
– – 0.31% 45
2025
Q4 		$379K Hold
1,788
– – 0.27% 48
2025
Q3 		$373K Hold
1,788
– – 0.31% 47
2025
Q2 		$349K Hold
1,788
– – 0.3% 48
2025
Q1 		$333K Hold
1,788
– – 0.34% 43
2024
Q4 		$354K Buy
+1,788
New +$367K 0.38% 39

Other funds holding VBR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Uptown Financial Advisors's VBR Position: Q2 2026 in Review

Uptown Financial Advisors held its Vanguard Morningstar Small-Cap Value ETF (VBR) position steady in Q2 2026 at 1,788 shares worth $434K. The position accounts for 0.29% of the portfolio, ranked #51.

Uptown Financial Advisors first reported a position in VBR in Q4 2024 and has held it in 7 quarters since. 1,760 funds tracked by Wall St. Rank hold VBR as of Q2 2026.

  • Uptown Financial Advisors held 1,788 shares of Vanguard Morningstar Small-Cap Value ETF worth $434K as of Q2 2026.
  • Uptown Financial Advisors left its Vanguard Morningstar Small-Cap Value ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Value ETF made up 0.29% of Uptown Financial Advisors's portfolio in Q2 2026, its #51 holding.
  • Uptown Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,760 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Value ETF as of Q2 2026.

Based on Uptown Financial Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.